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Schwab US Dividend Equity ETF

1,908 hedge funds and large institutions have $21.9B invested in Schwab US Dividend Equity ETF in 2025 Q4 according to their latest regulatory filings, with 249 funds opening new positions, 733 increasing their positions, 752 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less ownership

Funds ownership:

less funds holding in top 10

Funds holding in top 10:

1% less capital invested

Capital invested by funds: $22.2B → $21.9B (-$242M)

3% less repeat investments, than reductions

Existing positions increased: 733 | Existing positions reduced: 752

16% less call options, than puts

Call options by funds: $101M | Put options by funds: $121M

Holders
1,908
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
207
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$101M
Puts
$121M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WAAG
1651
Wealth Alliance Advisory Group
Kansas
$229K
SPWG
1652
Syntegra Private Wealth Group
Missouri
$228K
HIMC
1653
Heritage Investors Management Corp
Maryland
$228K
WF
1654
WoodTrust Financial
Wisconsin
$228K
ME
1655
McIlrath & Eck
Washington
$226K
BFA
1656
Ballast Financial Advisors
Pennsylvania
$224K
W
1657
WealthCollab
Washington
$224K
FPCG
1658
Forum Private Client Group
Indiana
$222K
TSWM
1659
Triangle Securities Wealth Management
North Carolina
$222K
MF
1660
Manchester Financial
California
$222K
WT
1661
Whittier Trust
California
$222K
LAM
1662
Lewis Asset Management
California
$222K
FWM
1663
Finer Wealth Management
Massachusetts
$221K
GBWM
1664
Granite Bay Wealth Management
New Hampshire
$221K
MCA
1665
Midwest Capital Advisors
Michigan
$220K
DWT
1666
Dorsey & Whitney Trust
South Dakota
$219K
TIM
1667
Total Investment Management
Arizona
$219K
BWP
1668
BSW Wealth Partners
Colorado
$219K
HFS
1669
Heritage Financial Services
Massachusetts
$218K
SOWAS
1670
Silver Oak Wealth Advisors Services
California
$218K
WWMSC
1671
Wagner Wealth Management (South Carolina)
South Carolina
$217K
OWA
1672
Outlook Wealth Advisors
Texas
$216K
GC
1673
Granville Capital
North Carolina
$216K
HG
1674
Harbor Group
New Hampshire
$215K
CCA
1675
Cadent Capital Advisors
Oklahoma
$215K